HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW

HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Abhishek Gupta, Mohd Asif Rizwi, Mahesh Chhabria, Mayank Chaturvedi, Cheenu Gupta. This fund gives you the benefit of diversification.

1. HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has ₹139 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
2. The fund has an expense ratio 1.1.
   

HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has given a CAGR return of 7.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.21%, 8.24% and 7.31% respectively.

HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has allocated its funds majorly in Government, Industrial, Financial Services, Corporate, Tech, Cash Equivalent, Consumer Cyclical, Utilities, Health.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has no lock in period.